Nu Holdings
494 hedge funds and large institutions have $22.3B invested in Nu Holdings in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 182 increasing their positions, 125 reducing their positions, and 31 closing their positions.
319% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 31
46% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 125
35% more call options, than puts
Call options by funds: $365M | Put options by funds: $270M
23% more funds holding
Funds holding: 403 → 494 (+91)
20% more capital invested
Capital invested by funds: $18.6B → $22.3B (+$3.74B)
3.23% more ownership
Funds ownership: 71.21% → 74.44% (+3.2%)
5% less funds holding in top 10
Funds holding in top 10: 55 → 52 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$468M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$331M |
| 3 |
Jennison Associates
New York
|
+$328M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$242M |
| 5 |
JP Morgan Chase
New York
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
|
-$1.17B |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$174M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$111M |
| 4 |
KCMH
Kontiki Capital Management (HK)
Hong Kong
|
-$105M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$103M |
NU Hedge Fund Activity: Q4 2023 in Review
494 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q4 2023, worth a combined $22.3B — up 20% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new NU positions and 31 closed out — a net gain of 99 holders — while 182 added to existing stakes and 125 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $468M. The largest seller was Galileo PTC, cutting an estimated $1.17B.
- 494 institutional investors held Nu Holdings (NU) as of Q4 2023, up from 403 in Q3 2023.
- Funds reported $22.3B of Nu Holdings stock for Q4 2023, up 20% quarter-over-quarter.
- 130 funds opened new Nu Holdings positions in Q4 2023 and 31 closed out, a net change of +99 holders.
- The largest Nu Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $468M added.
- The largest Nu Holdings seller in Q4 2023 was Galileo PTC, an estimated $1.17B sold.
Based on aggregated 13F filings for Q4 2023.